See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,946 | $53,127-9.8% | $86,590-44.6% | $70,131-31.6% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 14.52% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,034 | $2,696-61.7% | $3,609-71.4% | $3,332-69.0% |
| Admin fee / account holder | $370 | $3,585-89.7% | $4,906-92.5% | $4,645-92.0% |